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Invesco FTSE RAFI US 1500 Small-Mid ETF
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Overview Fund Activity

160 hedge funds and large institutions have $1.2B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
3.51%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
15
Increased
28
Reduced
67
Closed
16
Calls
$228K
Puts
–
Net Calls
+$228K
Net Calls Change
+$228K

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
$17.8M
2
CSIA
Charles Schwab Investment Advisory
California
$318M
3
HighTower Advisors
HighTower Advisors
Illinois
$7.47M
4
CPO
Cerity Partners OCIO
New York
$75.4M
5
WA
Waverly Advisors
Alabama
$27.5M

Top Sellers

1
PI
PFS Investments
Georgia
$0
2
BPB
Badgley, Phelps & Bell
Washington
$572K
3
Ameriprise
Ameriprise
Minnesota
$10.6M
4
Invesco
Invesco
Georgia
$91.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARMC
151
American Research & Management Company
Massachusetts
$6K – – –
EW
152
Evoke Wealth
California
$5.33K +$5.33K +210 New
SF
153
Synovus Financial
Georgia
$4K – – –
LDFR
154
Lehman & Derafelo Financial Resources
Pennsylvania
$4K – – –
WT
155
Whittier Trust
California
$4K +$4K +155 New
KWA
156
KCS Wealth Advisory
California
$2.29K +$2.29K +90 New
HGWM
157
Harvest Group Wealth Management
Massachusetts
$1K – – –
SWP
158
Strategic Wealth Partners
Ohio
$841 -$123 -4,935 -13%
GT
159
Glenmede Trust
Pennsylvania
$466 -$184 -7,250 -28%
UB
160
UMB Bank
Missouri
$400 – – –
PI
161
PFS Investments
Georgia
– -$15.6M -605,230 Closed
MHS
162
M Holdings Securities
Oregon
– -$1.38M -54,180 Closed
VF
163
Virtu Financial
New York
– -$884K -34,630 Closed
CIBC World Market
164
CIBC World Market
Ontario, Canada
– -$757K -29,645 Closed
MML Investors Services
165
MML Investors Services
Massachusetts
– -$454K -17,785 Closed
WG
166
Welch Group
Alabama
– -$373K -14,625 Closed
SC
167
Savant Capital
Illinois
– -$314K -12,290 Closed
GLLW
168
Graves Light Lenhart Wealth
Virginia
– -$282K -11,030 Closed
CA
169
Cetera Advisors
Colorado
– -$217K -8,555 Closed
PFS
170
Prospera Financial Services
Texas
– -$208K -8,125 Closed
ESB
171
Essex Savings Bank
Connecticut
– -$193K -7,545 Closed
RIA
172
Realta Investment Advisors
Delaware
– -$79K -3,100 Closed
RCAG
173
Rehmann Capital Advisory Group
Michigan
– -$42.6K -1,670 Closed
ACA
174
Atlas Capital Advisors
Wyoming
– -$41.9K -1,640 Closed
LF
175
Lee Financial
Texas
– -$10K -390 Closed
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